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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,196 | $173,340-82.0% | $136,007-77.1% | $145,959-78.6% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 21.54% | 1163.32%-1141.8pp | 579.32%-557.8pp | 561.95%-540.4pp |
| Employer contribution / active EE | $2,405 | $5,275-54.4% | $4,215-42.9% | $4,661-48.4% |
| Participant deferral / active EE | $5,357 | $8,699-38.4% | $7,024-23.7% | $6,689-19.9% |
| Admin fee / account holder | $250 | $9,954-97.5% | $6,858-96.4% | $13,398-98.1% |